Director, Client Services
Job Location:
Mississauga - Canada
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Why Ryan
Hybrid and Remote Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
Up to 20 Weeks of Parental Leave Top-up (Adoption Included
Monthly Gym Membership OR Gym Equipment Reimbursement
Health and Dental Benefit Eligibility Effective Day One
RRSP with Employer Match
Tuition Reimbursement After One Year of Service
Duties and responsibilities as they align to Ryans Key Results
People:
- Create a positive team member experience.
- Coordinates sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities.
- Provides support to Principals in deal negotiations contract development and due diligence.
Client:
- Builds and maintains key relationships with significant Firm prospects.
- Makes cold calls and maintains contact with prospects and clients through telephone e-mail and mail.
- Meets with prospects regarding potential engagements.
Value:
- Identifies researches and pursues prospects to generate new business for the Firm.
- Maintains entries in the Firms Prospect Register and/or Microsoft CRM.
- Pursues tax/geography/industry-specific issues with prospects based on information provided by Firm Principals and Practice Leaders.
- Attends tax conferences both local and national in order to generate new leads of qualified prospects.
- Develops responses to requests for proposals.
- Understands service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects.
- Maintains an understanding of the Firms active alliance partners products and service lines in order to sell alliance partner services to prospects and clients if appropriate.
- Utilizes Internet tools (i.e. OneSource) to research opportunities for prospects and clients.
- Stays current on tax issues that may create sales opportunities with prospects and clients.
- Generates necessary documentation to assist in deal closing (presentations engagement letters etc.).
- Assists with other projects as needed.
- Performs other duties as assigned.
Education and Experience:
Bachelors or Masters degree or equivalent with six to eight years related experience or equivalent combination of education and experience required.
Computer Skills:
To perform this job successfully an individual must have basic skills in Microsoft Excel and Access intermediate skills in Microsoft Outlook and advanced skills in Microsoft Word CRM and Internet navigation and research.
Certificates and Licenses:
Valid drivers license required.
Supervisory Responsibilities:
This job has limited supervisory responsibilities including training and carries out supervisory responsibilities in accordance with the Firms policies and applicable laws.
Work Environment:
- Standard indoor working environment.
- Occasional long periods of sitting while working at desk.
- Must be able to lift carry push or pull up to 14 kg.
- Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
- Independent travel requirement: 50%.
Equal Opportunity Employer: disability/veteran
Required Experience:
Director
About Company
Ryan is a global tax services, software, and technology firm providing an integrated suite of federal, state, local, and international tax services to companies across the world.
